The Gemini ecosystem has reached scale, with over 750 million MAUs and unit costs down 78% vs 2025, a key margin inflection. Gemini 3 Pro is best-in-class in reasoning and multimodal AI, while the Antigravity AI agent platform hit 1.5 million weekly users just two months after launch.
AI is reinforcing Google’s core moats. Search revenue grew 17%, Google Cloud surged 48% with $240B backlog, and YouTube generates $60B+ annually. With early adoption of NVIDIA Vera Rubin GPUs and in-house TPUs, Google is converting massive capex into durable AI infrastructure leadership.
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- BonnieHoyle·02-05 16:46TOPFantastic results from Google! AI strategy truly delivering, capex boost shows confidence. [看涨]1Report
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